Giverny Capital’s ResMed RMD Stock Holding History

Giverny Capital’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.6M	Sell	230,005 -5,383	-2%	-$1.34M	1.89%	24
2025 Q4	$56.7M	Sell	235,388 -30	-0%	-$7.67K	1.89%	21
2025 Q3	$64.4M	Buy	+235,418	New	+$64.3M	2.18%	19
2023 Q1	–	Sell	-437	Closed	-$91K	–	64
2022 Q4	$91K	Hold	437	–	–	0.01%	65
2022 Q3	$95K	Hold	437	–	–	0.01%	62
2022 Q2	$92K	Hold	437	–	–	0.01%	62
2022 Q1	$106K	Hold	437	–	–	0.01%	62
2021 Q4	$114K	Hold	437	–	–	0.01%	63
2021 Q3	$115K	Hold	437	–	–	0.01%	56
2021 Q2	$108K	Hold	437	–	–	0.01%	54
2021 Q1	$85K	Hold	437	–	–	0.01%	51
2020 Q4	$93K	Hold	437	–	–	0.01%	51
2020 Q3	$75K	Buy	+437	New	+$80.7K	0.01%	52

Other funds holding RMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Giverny Capital's RMD Position: Q1 2026 in Review

Giverny Capital reduced its ResMed (RMD) stake by 2.3% in Q1 2026, selling an estimated $1.34M and leaving 230,005 shares worth $51.6M. The position accounts for 1.89% of the portfolio, ranked #24.

Giverny Capital first reported a position in RMD in Q3 2020 and has held it in 13 quarters since. The position peaked at $64.4M in Q3 2025. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

Giverny Capital held 230,005 shares of ResMed worth $51.6M as of Q1 2026.
Giverny Capital sold 5,383 ResMed shares in Q1 2026, an estimated $1.34M.
ResMed made up 1.89% of Giverny Capital's portfolio in Q1 2026, its #24 holding.
Giverny Capital first reported a position in ResMed in Q3 2020 and has held it in 13 quarters since.
Giverny Capital's ResMed position peaked at $64.4M in Q3 2025.
938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.